Investor suitability

For those who:

  • want a core United States equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in equity and equity-related securities listed on the major U.S. stock exchanges.


Fund/ETF Facts (2024-03-28)

Inception date

2017-05-01

Asset class

U.S. Equity

Income distribution

Quarterly

Minimum investment

$500 initial/$25 additional

Growth of $10,000